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Claim Form Details​

Field NameTypeLinked Form / ModuleNotes
Rental (displayname " Rental")picklisttest_claims_management_portal.Claim_Form
Claim_Form_V1picklisttest_claims_management_portal.Claim_Form (↔ Add_Job_1)
Claim_Form_2picklisttest_claims_management_portal.Claim_Form (↔ Add_Job_2)
Claim_Form_3picklisttest_claims_management_portal.Claim_Form (↔ Add_Job_3)
Claim_Form_4picklisttest_claims_management_portal.Claim_Form (↔ Add_Job_4)
Claim_Form_5picklisttest_claims_management_portal.Claim_Form (↔ Add_Job_5)
Claim_Form_6picklisttest_claims_management_portal.Claim_Form (↔ Add_Job_6)
Claim_Form_7picklisttest_claims_management_portal.Claim_Form (↔ Add_Job_7)
PRI_Claim_Formpicklisttest_claims_management_portal.Claim_Form (↔ PRI_Job_Record)
Recto_Claim_Formpicklisttest_claims_management_portal.Claim_Form (↔ Recto_Job_Record)
Claims_Management_Formpicklisttest_claims_management_portal.Claims_Management_Form
Test_Delivery_Signature_IDpicklistTest_Delivery_Signature (↔ File_Number1)Private field
File_Number (unique)text—
Exchange_Fieldtext—Private field
Hire_Numberpicklist—Values: 1 / 2 / 3; allows custom "other" value
Movement_Typepicklist—Values: Rental Only / Repair Only / Repair & Rental / PRI Booking / Recto Booking / Towing/Storage Only / Towing/Storage + Rental / Storage Only / Towing + Repair / Repair Only / Free Rental / Repair Only IITR/Crash Collab / Rental Only IITR/Crash Collab / Towing/Storage + Free Rental / Towing + Repair + Rental / Towing + Repair + Free Rental / Total Loss Rental Only / Total Loss + Towing/Storage + Rental / Free Rental Only; allows custom "other" value
Recovery_Typepicklist—Values: 3rd Party / Direct / CBR - At Fault / CBR - Not At Fault / CBR - Not At Fault Direct / Private Job / Recto Hire
CBR_Rental_Durationnumber—
CBR_Daily_Rental_RateINR (currency)—
Rental_Vehicle_Registrationtext—
Rental_Year_Make_Modeltext—Private field
Year_Make_Modeltext—Private field
Exchange_Bookedpicklist—Values: Yes / No; private field
Stage1picklist—Values: Yes / No
Stage2picklist—Values: Yes / No
Stage3picklist—Values: Yes / No
Stage4picklist—Values: Yes / No
Stage5picklist—Values: Yes / No
Stage_6picklist—Values: Yes / No
Stage_7picklist—Values: Yes / No
Stage_8picklist—Values: Yes / No
Client_Vehicle_issuepicklist—Values: Yes / No; private field

Hire Status​

Field NameTypeLinked Form / ModuleNotes
Hire_Status1 (displayname "Hire Status")picklist—Values: Pending / On Hire / Off Hire / Reserved / Booked / In Repairs (Repair Only) / Returned to Client (Repair Only) / Cancel / Collected from Client / Holding Yard / Not Off Hired Correctly; default: Pending
Off_Hire_Datedate—

Delivery Details​

Field NameTypeLinked Form / ModuleNotes
Renter_Namename (composite)—Personal data field; prefix/suffix hidden
Renter_Phonephonenumber—Personal data field
Delivery_Date_Timedatetime—
Delivery_Datedate—
Delivery_Addressaddress (composite)—Personal data field; address line 2/country/lat/long hidden
Delivery_Notestextarea—
Assigned_Delivery_DriverpicklistUsers (built-in)Personal data field
Assigned_Chase_Delivery_DriverpicklistUsers (built-in)Personal data field
Assigned_VehicleradiobuttonsAdd_Car (↔ Assigned_Hire)Searchable
Vehicle_Reservedpicklist—Values: Yes / No
Rental_Start_KM_snumber—
Rental_Start_Fuel_Levelpicklist—Values: N/A / Empty / Quarter / Half / 3/4 / Full
Signature_Form_LinkpicklistTest_Delivery_SignaturePrivate field

Return Details​

Field NameTypeLinked Form / ModuleNotes
Return_Date (displayname "Return Date Time")datetime—
Return_Date_Date_Only (displayname "Return Date")date—
Return_Addressaddress (composite)—Personal data field; address line 2/state/country/lat/long hidden
Assigned_Collection_Driver_V1picklistUsers (built-in)Personal data field
Assigned_Chase_Collection_DriverpicklistUsers (built-in)Personal data field
End_Rental_KM_snumber—
Rental_End_Fuel_Levelpicklist—Values: N/A / Empty / Quarter / Half / 3/4 / Full
Collection_Notestextarea—
Rental_COGSAUD (currency)—
Test_Return_SignaturepicklistTest_Return_Signature (↔ Link_to_movement)Private field

Movement Details​

Field NameTypeLinked Form / ModuleNotes
Movement_Datedatetime—Private field
Movement_Date_Onlydate—Private field
Movement_Time_Onlytime—Private field
Movement_Addressaddress (composite)—Personal data field; private field; address line 2/country/lat/long hidden
Movement_Person1 (displayname "Movement Person")picklistUsers (built-in)Personal data field
Movement_Chase_PersonpicklistUsers (built-in)Personal data field

Rental Details​

Field NameTypeLinked Form / ModuleNotes
Rental_Daysformula—Formula: CBR_Rental_Duration if set, else days between Delivery_Date_Time and (today if On Hire, else Return_Date + 1)
Current_Hire_Daysnumber—
Total_Current_Hire_Daysnumber—
Rate_PlanpicklistRate_Plan
Daily_Rate_ex_GSTAUD (currency)—
Daily_Rate_Total_Ex_GSTAUD (currency)—
Daily_Rate_GSTAUD (currency)—
Excess_Reduction1AUD (currency)—
New_Daily_Excess_Reduction_FeeAUD (currency)—
Daily_Administration_Feetext—Default: "$ 3"
AdministrationAUD (currency)—
Delivery_Collection_FeeAUD (currency)—
Daily_Registration_Recovery_FeeAUD (currency)—
Sanitisation_FeeAUD (currency)—Private field
Registration_Recovery_Fee_TotalAUD (currency)—
Additional_Driver_Name1text—
Excess_for_Additional_Driverpicklist—Values: Choice 1 / Choice 2 / Choice 3
Additional_Driver_Licenseimage—
Additional_Driver_Daily_FeeAUD (currency)—Default: 0
Additional_Driver_TotalAUD (currency)—
Additional_Driver_Daysnumber—Default: 0
Under_Age_Fee_DailyAUD (currency)—Default: 0
Under_Age_Fee_TotalAUD (currency)—
Under_Age_Fee_Daysnumber—
Child_Seat_Daily_FeeAUD (currency)—Default: 0
Child_Seat_Fee_TotalAUD (currency)—Default: 0
Child_Seat_Fee_Daysnumber—
Child_Seat_Installation_FeeAUD (currency)—Default: 0
Child_Seat_Reinstallation_Back_FeeAUD (currency)—Default: 0
Total_Rental_Charge_Ex_GSTAUD (currency)—
Rental_Charge_GSTAUD (currency)—
Total_Rental_Charge_Inc_GSTAUD (currency)—
Old_Repair_Shoptext—

Repair Shop Details​

Field NameTypeLinked Form / ModuleNotes
Repair_shop_statuspicklist—Values: New Repair Jobs / Being Repaired / Completed Awaiting Pick-Up / Missing Expected Repair Completion Date / Missing Images
Expected_Repair_Completion_Datedate—
Half_way_ETA_Datedate—
Repair_ETA_Daysnumber—
New_Repair_Job_Assigned_Datedate—
Repair_Stage_Updatepicklist—Values: Repair Progress Images / Change Repair ETA / Repairs Completed / Additional Parts Order
Please_explain_in_detail_why_the_repairs_are_delayedtextarea—
Repair_Completion_Statuspicklist—Values: Complete On Time / Repairs Delayed; allows custom "other" value
Upload_Labour_Invoiceupload file—
notification_triggered_date_and_timedatetime—
Upload_Parts_Invoiceupload file—
Estimated_Labour_CostAUD (currency)—
Agreed_Labour_CostAUD (currency)—
agree_with_invoice_and_sent_to_paymentcheckbox—Default: false
Upload_Estimateupload file—
Send_notification_to_Repairercheckbox—Default: false

Field NameTypeLinked Form / ModuleNotes
Refresh_Screenpicklist—Values: Yes / No

Rental Vehicle Inspection​

Field NameTypeLinked Form / ModuleNotes
Issue_Typetext—
Descriptiontextarea—
Issue_Image_1image—
Issue_Image_2image—
Issue_Image_3image—
Issue_Image_4image—
Issue_Image_5image—
Service_Due_Datedate—
Service_Due_Kms1number—

Fuel Recipt​

Field NameTypeLinked Form / ModuleNotes
Upload_Receiptupload file—
Fuel_Amount_Gst (displayname "Fuel Amount (Inc Gst)")AUD (currency)—
Payment_Methodtext—
Fueling_Customer_Vehicletext—
Renthal (displayname "Related Vehicle")picklistAdd_Car
Image_of_Carimage—
Date_Time (displayname "Date")date—
Timetime—
Uploaded_BypicklistUsers (built-in)Personal data field

Rental Vehicle Condition Client Sign-Off​

Field NameTypeLinked Form / ModuleNotes
Rental_VehiclepicklistAdd_Car
Image_1_Full_side_of_the_vehicle_where_the_damage_is_visibleimage—
Image_2_Close_up_of_the_issueimage—
Image_3_Close_up_of_the_issueimage—
Image_4_Close_up_of_the_issueimage—

Authority to Act​

Field NameTypeLinked Form / ModuleNotes
Owner_Namename (composite)—Personal data field; prefix/suffix hidden
Owner_Phonephonenumber—Personal data field
Owner_Emailemail—Personal data field
Owner_Addressaddress (composite)—Personal data field; lat/long hidden

Delivery Section​

Field NameTypeLinked Form / ModuleNotes
Return_Screen_V1picklistReturn_Screen_V1
Damage_Descriptiontextarea—
Delivery_Pickup_Date_and_Timetime—
Delivery_Signaturesignature—Personal data field
Delivery_Details_submitted_date_and_timedatetime—

Time Stamps​

Field NameTypeLinked Form / ModuleNotes
Sign_Off_Repair_Date_and_Time_Stampdatetime—
Client_Vehicle_Sign_off_date_and_timedatetime—
Vehicle_Inspection_Timedatetime—
Rental_Vehicle_Drop_Off_Timedatetime—
Client_Vehicle_Pick_Up_Timedatetime—
Client_Vehicle_Drop_Off_Timedatetime—
Driver_ATAdatetime—
Owner_ATA_Timedatetime—
Accident_Detail_Confirmationdatetime—

Rental Vehicle Drop-Off with client​

Field NameTypeLinked Form / ModuleNotes
KMs_of_Loan_Vehiclenumber—
Picture_of_the_Dashimage—
Driving_License_Frontupload file—
Driving_License_Backupload file—

Section (row 16)​

Field NameTypeLinked Form / ModuleNotes
Repair_Job_Statuspicklist—Values: New Repair Jobs to Assign / New Recto Jobs to Assign / Assigned Awaiting Pick-Up / Assigned Awaiting for Delivery / In for Repair / Repair Completed / Quality Control / Quality Control Completed – Book a Clean / Being Washed / Complete Awaiting Delivery / Completed / Washing Completed / Mechanical Issue Needs Fixing / Ready for Delivery / Mechanical issue Fixed
Is_Ready_for_Deliverycheckbox—Default: false

System​

Field NameTypeLinked Form / ModuleNotes
Tow_Job_Typepicklist—Values: Client Vehicle Pick Up / Vehicle Tow Job
Previous_Hire_Statuspicklist—Values: Pending / On Hire / Off Hire / Reserved / Booked / In Repairs (Repair Only) / Returned to Client (Repair Only) / Cancel / Collected from Client / Holding Yard
Assign_Rental_VehiclepicklistAdd_Car
Tow_Job_Stagepicklist—Values: Booked / Towing Authority / Client Vehicle Pick Up / Client Vehicle Drop Off / Vehicle Pick Up / Vehicle Drop Off / Completed / Accident Detail Confirmation / Authority to Act
Tow_Booking_Datedate—
Who_Authorised_the_Towname (composite)—Personal data field; prefix/suffix hidden
Is_the_vehicle_towed_by_external_towingpicklist—Values: Yes / No
Drop_off_statepicklist—Values: state 1 / state 2 / state 3 / state 4 / state 5 / state 6 / state 7 / state 8 / Completed / start
Current_Workflowpicklist—Values: New CC Flow / Delivery Flow / PRI Workflow / Recto Workflow / Loan Car Swap Workflow; allows custom "other" value
Current_Workflow_Stagepicklist—Values: Vehicle Inspection / Add Fuel Receipt / Accident Detail Confirmation / Authority to Act / Rental Vehicle Dropping Location / Client Vehicle Dropping Location / Client Vehicle Pick-Up / Pick-Up Rental Vehicle / Rental Vehicle Drop off with client / New CC Flow Completed / Delivery Flow Completed / PRI Flow Completed / Recto Flow Completed / Loan Car Swap Flow Completed; allows custom "other" value
Towing_Authority1picklistTowing_Authority
Deliveries_ReportpicklistDeliveries_Report
Rental_Vehicle_Drop_Off_With_ClientpicklistRental_Vehicle_Drop_Off_With_Client
Drop_Off_With_Client_LCSpicklistDrop_Off_With_Client_LCS
Client_Vehicle_Pick_UppicklistClient_Vehicle_Pick_Up
Client_Vehicle_Pick_Up_PRIpicklistClient_Vehicle_Pick_Up_PRI
Client_Vehicle_Drop_of_LocationpicklistClient_Vehicle_Drop_of_Location
Recto_Pick_UppicklistRecto_Pick_Up
Cleaning_Statuspicklist—Values: Vehicles to Clean / Vehicles Cleaned
Driver_who_picked_up_the_vehiclepicklistUsers (built-in)Personal data field
Pick_Up_Location_NamepicklistLocations
Pick_Up_Sub_Location_NamepicklistLocation_Sub_Location_V1
Drop_off_Location_NamepicklistLocations
Drop_Off_Sub_Location_NamepicklistLocation_Sub_Location_V1
Delivery_Location_Typepicklist—Values: Repair Shop / Quality Control / Cleaning Service / Head Quarter
Pickup_Location_Typepicklist—Values: Repair Shop / Quality Control / Cleaning Service / Head Quarter
Drop_Off_Locationtext—
Pick_Up_Locationtext—
Repair_Shop (displayname "Repair Shop Drop off")picklisttest_claims_management_portal.Repairers
Cleaning_Service_Drop_offpicklistCleaning_Service
HQ_Location_Name_PickuppicklistCrash_Claim_HQ
Subsequent_Tow_Truck_Usage_LogpicklistTow_Truck_Usage_Log
Latest_Tow_Truck_Usage_LogpicklistTow_Truck_Usage_Log
HQ_Location_Name_Drop_OffpicklistCrash_Claim_HQ
Internal_Mechanical_location_Drop_OffpicklistInternal_Mechanical_locations
Customer_Vehicle_Locations_Pick_Up1picklistCustomer_Vehicle_Locations
Customer_Vehicle_Locations_drop_offpicklistCustomer_Vehicle_Locations
Internal_Mechanical_locations_Pick_UppicklistInternal_Mechanical_locations
Decal_Pick_Up_locationpicklistLocation_Sub_locations (filtered)Filtered lookup: Locations.Place_Name == "Decal"
Decal_Drop_off_locationpicklistLocation_Sub_locations (filtered)Filtered lookup: Locations.Place_Name == "Decal"
Tyres_Pick_Up_LocationpicklistLocation_Sub_locations (filtered)Filtered lookup: Locations.Place_Name contains "Tyres"
Tyres_Drop_off_locationpicklistLocation_Sub_locations (filtered)Filtered lookup: Locations.Place_Name == "Tyres"
Repair_Shop_Pickuppicklisttest_claims_management_portal.Repairers
Cleaning_Service_PickuppicklistCleaning_Service
Assessment_Images_Linktext—
Completion_Images_Linktext—
Repair_Progress_Images_Linktext—
other_location_pickuptext—
other_location_drop_offtext—
Repair_ETAdate—
Repair_Completion_Datedate—
Repair_Start_Date_1date—
Repair_Start_Date_2date—
Repair_Notes (displayname "Notes")textarea—
Dropped_In_Repair_Shop_Date (displayname "In Date")date—
Internal_Movement_Datedatetime—
Internal_Movement_Date_Onlydate—
Internal_Movement_Time_Onlytime—
Internal_Movement_Addressaddress (composite)—Personal data field; lat/long hidden
Internal_Movement_Person1picklisttest_claims_management_portal.User
Internal_Movement_Chase_Person1picklisttest_claims_management_portal.User
Internal_Movement_PersonpicklistUsers (built-in)Personal data field
Internal_Movement_Chase_PersonpicklistUsers (built-in)Personal data field
Pick_up_Datedatetime—
Pick_Up_Time_Onlytime—
Pick_Up_Date_Onlydate—
Drop_Off_Datedatetime—
Drop_Off_Date_Onlydate—
Additional_Driver_Name (displayname "Additional Driver Name old")picklistUsers (built-in)Personal data field
Drop_Off_Timetime—
Latest_Internal_Movement_Record_Idtext—
Latest_Movement_Record_Idtext—
Restrict_New_CC_Workflowcheckbox—Default: false
Accident_Detail_Confirmation_V1picklistAccident_Detail_Confirmation_V1
Pickup_Cliq_Message_ID_Internal_Movementtext—
Latest_Cliq_Message_ID_Internal_Movement (displayname "Drop Off Cliq Message ID - Internal Movement")text—
Date_Dropped_Off_at_Holding_Yarddatetime—
Date_Picked_Up_from_Holding_Yarddatetime—
Date_Dropped_Off_At_Next_Locationdatetime—
Vehicle_MovementssubformVehicle_Movement (↔ Add_Job)
Parts_OrdersubformParts_Order (↔ Add_Job)

Section (row 20)​

Field NameTypeLinked Form / ModuleNotes
Active_Loan_Car_Swap_work_flowcheckbox—Default: false
Active_Deliver_Rental_Pickup_New_flowcheckbox—Default: false
Enable_Rental_Only_Pickup_Flowcheckbox—Default: false
Rental_Vehicle_Picked_Up_Date_Timedatetime—
Rental_Pickup_Only_Stagepicklist—Values: Booked / Pick Up Rental Vehicle / Add Fuel Receipt / Rental Vehicle Drop-Off Location / Completed; allows custom "other" value
Loan_Car_Swap_Stagepicklist—Values: Stage 1 / Stage 2 / Stage 3 / Stage 4 / Stage 5 / Stage 6 / Stage 7 / Completed / Rental Vehicle Inspection / Add Fuel Receipt Rental 2 / Pick-Up Rental Vehicle / Rental Vehicle Drop off with client / Add fuel receipt / Rental vehicle drop off location / Booked; allows custom "other" value
Towing_Authoritypicklist—Values: Completed
Tow_Client_Vehicle_Drop_off_Completeddatetime—
Rental_Job_Stagepicklist—Values: Stage 1 / Stage 2 / Stage 3 / Stage 4 / Stage 5 / Stage 6 / Stage 7 / Stage 8 / Stage 9 / Completed / Rental Vehicle Inspection / Add Fuel Receipt / Accident Detail Confirmation / Authority to Act / Rental Vehicle Drop-Off with Client / Booked / Client Vehicle Pick-Up / Add Fuel Receipt-Client / Client Vehicle Drop-off Location; allows custom "other" value
Repair_Job_Stagepicklist—Values: Stage 1 / Stage 2 / Stage 3 / Completed / Accident details confirmation / Authority to Act / Client Vehicle Pick-Up / Add Fuel Receipt / Client Vehicle Drop of Location / Workflow Completed; allows custom "other" value
Delivery_Stage (displayname "PRI Delivery Stage")picklist—Values: Stage 1 / Stage 2 / Stage 3 / Stage 4 / Stage 5 / Stage 6 / Stage 7 / Stage 8 / Stage 9 / Completed; allows custom "other" value
Delivery_Stagespicklist—Values: Stage 1 / Stage 2 / Stage 3 / Stage 4 / Stage 5 / Stage 6 / Completed / Vehicle Inspection / Add Fuel Receipt - Rental / Client Vehicle Condition Sign-Off / Booked / Pick Up Rental Vehicle / Rental Vehicle Drop-Off Location / Add Fuel Receipt - Client; allows custom "other" value
Active_CC_New_Workflowcheckbox—Default: false
Recto_Descriptiontextarea—
Assign_the_Claim_to_Claims_ConsultantpicklistUsers (built-in)Personal data field
Same_person_who_is_assigned_to_the_Claimcheckbox—Default: false
Marked_as_Not_found_On_Hire_reccheckbox—Default: false

Mechanical Issue​

Field NameTypeLinked Form / ModuleNotes
Mechanical_Wheel_Issuecheckbox—Default: false
Issue_Raised_Date_and_Timedatetime—
Issue_Notestextarea—
Issue_Raised_Bypicklisttest_claims_management_portal.User
Mechanical_Issue_Statuspicklist—Values: Issue Raised / Issue Resolved
Issue_Resolved_Date_and_Timedatetime—
Issue_Resolved_Bypicklisttest_claims_management_portal.User
Upate_Actionpicklist—Values: Fixed on the spot / Order parts
What_did_you_do_to_fix_ittextarea—
What_parts_are_neededtextarea—

Cleaning Service​

Field NameTypeLinked Form / ModuleNotes
Cleaning_Service_NamepicklistCleaning_Service
Cleaning_Service_Statuspicklist—Values: In Service / Service Completed / Service Not Completed
Date_Sent_to_cleaning_servicedatetime—
Service_Completed_Date_and_Timedatetime—
Reason_For_Not_Completedtextarea—
Client_vehicle_Sign_offpicklistClient_vehicle_Sign_off
Towing_Not_Includedcheckbox—Default: false
Job_Active_On_Datedatetime—
Vehicle_Returned_to_client_ondatetime—
Rectificationpicklisttest_claims_management_portal.Rectification (↔ Related_Job_Records)
Movement_Pick_up_notestextarea—
Movement_Delivery_Notestextarea—
Job_Start_Timedatetime—
Job_End_Timedatetime—